Nehal Thaker, Crpc Email & Phone Number

Falls Church, Virginia, United States

My career spans over 25 years in financial services. In that time, I have worked for organizations that dedicated their mission to guide individuals and families to greater retirement readiness and financial wellness in the public and private sector. I have worked with K-12 educators and staff, university professors, physicians, government employees and.

Greater New Jersey And Virginia Areas

Develop and maintain client relationships and engage prospective clients on an ongoing basis.Analyze information gathered from clients to help establish financial goals, risk tolerance, and strategies.Implement investment strategies using asset allocation, diversification, and risk adjusted performance to improve clients’ ability to achieve financial.

North Atlantic Region

Lead strategic group relationship management for Valic's largest employer clients in Virginia, North Carolina, Maryland and Washington DC.Accountable for relationship management within a diverse employer group ranging from Universities, Governments, Hospitals, and Public Schools. Establish and execute aggressive retention strategies, driving continued.

Deliver on the growth and retention of ING's Education Market and Retail business in Virginia; Manage the growth and retention of $1.5 billion of ING Education Market defined contribution assets for the assigned Mid-Atlantic States.Recognized in 2009 for highest K12 enrollments from independent and captive distribution partners.Delivered sales results of.

Support the acquisition of profitable, risk-controlled business, which significantly and favorably contributes to the Education Market Group and ING's financial position. Manage Education Market RFP process including coordination with Field (Career and Independent partners), Product, Actuarial, Investment Group, and RFP consultants.Collaborate with Sales.

Managed development and introduction of 60 new Acquisition Team representatives.Oversaw training and implementation of 60 Acquisition Team representatives.Trained representatives on listening skills, managing emotions, and objective speaking.Created and implemented cross-sell matrix that increased close-ratio which maximized accounts opened while.

Educated clients on various retirement and investment products.Conducted national on-site enrollment meetings for payroll deduct brokerage account.Assisted clients in retail storefront in meeting financial goals through variety of CFS retail products.Recognized for highest assets retained for month of July 1998 of $1.3 million and for the 2nd quarter of.

Supervised retirement distribution specialist in charge of retaining assets.Responsible for supervision of 25 asset retention representatives.Handled escalated situations, coached representatives, and monitored inbound and outbound calls to ensure quality and compliance.Responsible for counseling several thousand 401K plan participants in regards to.